Processing limits

Location: Settings > User data > Processing Limits

In the Processing Limits function you can define processing limits of users. Whether the user's processing limit will be revised during the processing of the step is defined in the workflow steps.

Note: Processing limits cannot be defined as mutually overlapping.

Note: After a processing limit that only applies to a specific company (or transaction type) is set for the user, the user can only approve transactions according to the relevant processing limit. For all other transactions, such as those of other companies, the processing limit is 0 (EUR). If necessary, other processing limits must be set for the user in order to enable the processing of the transactions concerning all the relevant companies and transaction types.

With the User selection you can define the processor, whose processing limits will be examined, added, edited or removed. A logged-in user will see in user browsing the users of those companies to which the user has rights.

Company selection you can select the company that will be affected by the processing limit definition in question. The selection list shows companies that are enabled for the selected user and for which also the user performing the processing limit determination has rights. Company Selection All means that the processing limit determination will be applied to all the companies for whom no separate company specific processing limits have been specified. If the logged-in user does not have rights to all the companies that are enabled for the selected user, the logged-in user cannot perform the processing limit determination by selecting All.

Note: The processing limit can be defined for just one company or some of the companies. It is not necessary to specify the All option. In which case the user's processing limit applies only to the defined companies.

Transaction Type selection you can determine the transaction types for which the relevant processing limit will be examined. The option All means that the definition applies to all the transaction types for which the transaction type specific processing limits have not been set.

Posting Dimension selection, you can define a processing limit to be reviewed only when posting uses the posting dimension value that has been defined here. You can link the processing limit to the posting dimension value if

you have chosen Purchase Invoices or Travel and Expense Claims as the transaction type,
the transaction type uses a row specific approval and
in the Company field you have selected a company for which a posting dimension has been selected in the organization structure through the Processor for the Posting Row setting.

Processing Limit specifies the magnitude of the processing limit. For example, if you enter 500 and the selected currency is EUR, the specified user can approve an invoice for EUR 499, but a EUR 500 invoice will be transferred to the processing limit backup person for processing

Currency selection defines the processing limit sum currency. If you have selected All in the Company field, you can select the processing limit currency from a drop-down menu. If you have selected a single company in the Company field, the Currency field shows the home currency of the relevant company and you cannot change the selection.

To Be Transferred selection identifies the processor to whom the transaction will be transferred for processing if the user's processing limit is reached. Supervisor selection means that the transaction will be moved according to the organization structure to the person's supervisor for processing. You can also select all such users who have the rights to the same companies as the user for whom the processing limit is being selected. The selected user must also have rights to process those transaction types to which the processing limit applies.

If you select All as the company selection, the To Be Transferred selection list will show the users who have rights to at least the same companies as the user for whom the processing limit is being selected.
If you select a single company in the Company field, the To Be Transferred selection will show the users who have rights to that particular company.

Start Date field identifies the start date of the processing limit. You can also leave the Start Date field blank, which means that the processing limit validity will not have a start date.

End Date field identifies the final date of the validity of the processing limit. You can also leave the End Date field blank, which means that the processing limit validity will not have an end date.